See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,518 | $48,364+12.7% | $71,796-24.1% | $62,891-13.3% |
| Participation rate | 56.7% | 60.6%-4.0pp | 69.1%-12.4pp | 69.3%-12.6pp |
| Annual return | 6.11% | 13.16%-7.0pp | 78.04%-71.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $681 | $1,042-34.7% | $1,924-64.6% | $2,281-70.2% |
| Participant deferral / active EE | $1,625 | $2,091-22.3% | $2,794-41.9% | $3,203-49.3% |
| Admin fee / account holder | $18,729 | $3,771+396.6% | $4,815+289.0% | $4,296+336.0% |